Any letters from the IRS or the Franchise Tax Board received during the year

Health Insurance Documentation:

If not on Medicare, bring any 1095 forms you have from your health insurance provider or Covered California.

Expense Documentation:

Forms and canceled checks for federal and state income taxes paid (including quarterly estimated tax payments)

Documentation for Health Care Coverage, usually a Form 1095 provided by your insurer or Covered California
(not required for those over 65 or those who have Heath Care Coverage from their employer)

1098-T for college expenses for you and your dependents, please total by category

IRA Contribution information

Deductions

Most taxpayers take a standard deduction. However if you have a substantial amount of deductions,
typically from mortgage and property taxes, you may want to itemize, and
you will need to bring the following information: